Sunday, 1 May 2016

My Portfolio - 01 May 16

Added Positions in:

a) AIMSAMP CAP REIT 
b) CapitaR China Tr. 

Sold Positions in:a) OUE HTrust stake to weed non-performing REITs.

b) VNGRD REIT to take profit 
c) ST Engineering stake to rebalance my portfolio to property related counters

Cash is ~8% of my portfolio. 

Counter (Singapore) 


1 RafflesMG

2 CDL HTrust 

3 Capitaland 

4 City Dev

5 Far East HTrust

6 CapitalR China Tr 

7 Capitaland Commercial Trust

8 OUE H Trust

9 Keppel Corp 

10 DBS 

11 OCBC 

12 UOB 

13 STI ETF

14 AIMS AMP REIT


Counter (USA)


1 VNGRD ENERGY 



Realised Gains (Since 2009) 


SGX Counters - S$140,605.64
US Counters - US$1,117.64


Dividends (Since 2009) 


S$47,270.71

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